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Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
1926
Braun-Bostich & Associates
Pennsylvania
$637K +$25.2K +126 +5%
CWP
1927
Curated Wealth Partners
California
$637K +$44.6K +223 +10%
PWA
1928
Peterson Wealth Advisors
Utah
$637K – – –
GGI
1929
Godsey & Gibb Inc
Virginia
$636K +$13K +65 +3%
PFM
1930
Phillips Financial Management
Indiana
$636K +$3K +15 +0.6%
FCM
1931
Firestone Capital Management
Florida
$635K +$3.4K +17 +0.8%
MCM
1932
Morton Capital Management
California
$633K -$177K -883 -27%
PP
1933
Patron Partners
Texas
$632K +$62.2K +311 +15%
ATWA
1934
Arbor Trust Wealth Advisors
Michigan
$632K -$250K -1,250 -34%
REMPR
1935
Roof Eidam Maycock Peralta (REMP)
California
$630K +$5K +25 +1%
CWA
1936
Consilio Wealth Advisors
Washington
$629K -$20.4K -102 -4%
FZCM
1937
Flynn Zito Capital Management
New York
$629K -$10K -50 -2%
CTB
1938
Country Trust Bank
Illinois
$628K – – –
DFA
1939
Delta Financial Advisors
Louisiana
$628K – – –
MC
1940
Merlin Capital
Rhode Island
$626K +$83.4K +417 +21%
BFG
1941
Bouchey Financial Group
New York
$626K +$123K +613 +34%
NC
1942
NovaPoint Capital
Georgia
$624K +$45K +225 +10%
PWS
1943
Paragon Wealth Strategies
Florida
$621K +$6.6K +33 +1%
OHIS
1944
Oak Harvest Investment Services
Texas
$619K -$107K -537 -19%
BA
1945
Ballast Advisors
Minnesota
$618K -$102K -511 -18%
HI
1946
HBK Investments
Texas
$618K +$472K +2,359 New
HCM
1947
Hall Capital Management
Rhode Island
$617K – – –
SHFP
1948
Second Half Financial Partners
Florida
$617K +$471K +2,356 New
CG
1949
Corundum Group
Colorado
$616K – – –
CAM
1950
Carret Asset Management
New York
$616K +$240K +1,200 +104%
76 77
78
79 80